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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GLRA
226
Gerald L. Ray & Associates
Texas
$259K -$72.6K -700 -21%
EWMCB
227
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$253K
BFPW
228
BOK Financial Private Wealth
Colorado
$250K
WFG
229
Wills Financial Group
Virginia
$248K +$35.8K +345 +18%
CFSG
230
Community Financial Services Group
Vermont
$246K
CCA
231
Checchi Capital Advisers
California
$242K -$8.72K -84 -3%
NAMP
232
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$239K +$4.67K +45 +2%
SC
233
SouthState Corp
Florida
$229K -$10.7K -103 -4%
PFA
234
Paradigm Financial Advisors
Missouri
$228K +$245K +2,359 New
DPI
235
Diversified Portfolios Inc
Michigan
$226K
RMCM
236
Reynders McVeigh Capital Management
Massachusetts
$223K -$37.4K -360 -14%
WCM
237
Wealthcare Capital Management
Virginia
$217K
NFG
238
Next Financial Group
Texas
$216K -$6.23K -60 -3%
SFS
239
Strategic Financial Services
New York
$215K +$230K +2,217 New
ST
240
Sageworth Trust
Pennsylvania
$213K
LFA
241
Landmark Financial Advisors
Kentucky
$204K
CANC
242
Culbertson A N & Co
Virginia
$204K +$219K +2,108 New
BAC
243
Boys Arnold & Co
North Carolina
$203K +$218K +2,100 New
BB
244
Bell Bank
North Dakota
$201K
WA
245
WBH Advisory
Maryland
$201K +$216K +2,083 New
VNA
246
Valley National Advisers
Pennsylvania
$200K
Barclays
247
Barclays
United Kingdom
$191K
MPWT
248
MassMutual Private Wealth & Trust
Connecticut
$186K
JA
249
JOYN Advisors
Georgia
$186K
KCM
250
Karp Capital Management
California
$186K +$104K +1,000 +108%